FASTENAL CO vs JD.com, Inc., two Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FAST and JD diverge most: on operating margin, FAST reads 21.0% and JD reads 0.2%; on return on invested capital, FAST reads 31.8% and JD reads 0.7%. The rest of the comparable metrics sit closer together. On valuation, today's FAST price has a different growth bar priced in than JD (+28.7% implied for FAST vs +1.0% for JD); the higher figure is the steeper assumption to clear, not a better or worse stock. What FAST's price implies is a demanding bet versus history and the cohort (whole-company basis). What JD's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | FAST | JD |
|---|---|---|
| Price | $47.02 | $30.20 |
| Market cap | $54.1B | $45.0B |
| Sector | Retail | Retail |
| Stage | Growth | Mature |
| Implied growth (priced in) | +28.7% | +1.0% |
| P/E | 32.2 | 16.4 |
| P/B | 13.29 | 1.07 |
| P/S | 6.18 | 0.24 |
| EV/EBITDA | 27.7 | 18.0 |
| Revenue growth | +12.5% | +6.0% |
| Gross margin | 44.6% | — |
| Operating margin | 21.0% | 0.2% |
| Net margin | 15.4% | 1.8% |
| Return on equity | 33.2% | 7.9% |
| Return on assets | 25.5% | 3.3% |
| Return on invested capital | 31.8% | 0.7% |
| FCF yield | 2.1% | 3.5% |
| Dividend yield | 1.9% | — |
| Debt / equity | 0.05 | 0.16 |
| Current ratio | 4.18 | 1.22 |
| Altman Z (solvency) | 9.67 | 2.66 |
| Piotroski F (quality) | 5 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.